AI 与就业

#azure · AI 如何重塑工作

追踪 AI 如何重塑岗位、部门和行业——每天更新。

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微软Q3财报：营收增18%、AI年化收入冲370亿美元、Copilot付费2000万席。同一通电话里,CFO告诉华尔街:人头数还要继续往下走 AI 与就业

微软Q3财报：营收增18%、AI年化收入冲370亿美元、Copilot付费2000万席。同一通电话里,CFO告诉华尔街:人头数还要继续往下走

微软4月29日盘后公布的2026财年Q3:营收828.9亿美元(同比+18%),Azure同比+40%,AI业务年化收入达370亿美元(同比+123%),Copilot付费席位首次披露2000万。指引里,2026财年资本开支抬到1900亿美元(同比+61%),CFO Amy Hood明确告诉市场——「人头数预计同比继续下降」。上周的8750人自愿离职计划只是地板,不是天花板。

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#microsoft#q3-fy26#amy-hood